Melbourne accounting, bookkeeping and SMSF specialists supporting small and medium businesses across Australia.
Plan Tax was founded on the belief that great accounting should do more than balance the books—it should enable dreams. Led by Chartered Accountant Manish Devnani, the firm grew out of a desire to give small and medium businesses faster, smarter and more proactive financial guidance than the traditional accounting experience often provides.
Today Manish is joined by a dedicated team including senior accountants Flora Lai and Alay Shah, and Client Relationship Manager Cindy Cabillon. Together they take a hands-on, personal approach to every client, prioritising responsiveness and timely delivery so business owners always feel supported.
With a focus on clinics, medical and dental practices and growing SMEs, Plan Tax specialises in fixed-fee tax, SMSF and advisory services—helping owners understand what their numbers are really telling them so they can focus on running their business rather than worrying about compliance.
Plan Tax is a Melbourne-based accounting firm that believes accounting isn't just about numbers—it's about enabling dreams. Born out of a desire to provide faster, smarter and more proactive solutions, the team has become a trusted advisor for small to medium businesses across Australia.
Whether you're navigating the complexities of compliance or looking to maximise your tax savings, Plan Tax focuses on building lasting relationships that help clients succeed. Their approach is personal, hands-on and tailored to each business, because no two are the same.
Guided by values of integrity, innovation and client empowerment, Plan Tax aims to under-promise and over-deliver, ensuring clients always feel heard, supported and valued.
